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Investment Team

Eileen Riley and Lee Rosenbaum have managed the investment strategy behind the Loomis Sayles Global Equity Fund since 2013. They’re supported by a team of analysts and a solid foundation of interconnected firm-wide resources, enabling them to leverage extensive research capabilities across equity and debt. Collaboration helps ensure capital flows to the team’s best ideas.

Aligned in Philosophy & Process

The team behind the Loomis Sayles Global Equity Fund are dedicated to a shared investment philosophy and process.

Watch this video with Portfolio Managers Eileen Riley and Lee Rosenbaum to find out more

Eileen Riley, CFA
Vice-President and Portfolio Manager

Eileen Riley is a Vice-President of Loomis Sayles and Portfolio Manager for the Loomis Sayles Global Equity Fund. She began her investment career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, Eileen returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the central research group. She later joined the global equity team as a dedicated product analyst, and was promoted to portfolio manager in 2013. Eileen earned a BA with honours from Amherst College and an MBA from Harvard Business School. She is a member of the CFA Society Boston. Eileen has twice been named one of Citywire’s top 20 female portfolio managers in the US (2018, 2019).

Lee Rosenbaum
Vice-President and Portfolio Manager

Lee Rosenbaum is a Vice-President of Loomis Sayles and Portfolio Manager for the Loomis Sayles Global Equity Fund. He joined Loomis Sayles in 2008 as a senior global equity analyst covering the industrial, materials and financial services sectors. Lee later joined the global equity team as a product analyst. He was promoted to portfolio manager in 2013. He previously covered the financial services sector for Putnam Investments. Lee earned a BS with honours in civil engineering from the United States Coast Guard Academy, and an MBA from the Sloan School of Management at the Massachusetts Institute of Technology. Prior to graduate studies, he served in the United States Coast Guard.

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    Jun 2022
    Global GDP Themes and Forecasts (Infographic)

    Tightening financial conditions, marked by higher interest rates and volatility, have injected an unfamiliar dynamic into financial markets...

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    Apr 2022
    Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.

    The world’s leading banks have made considerable progress on voluntarily disclosing the risks they face from climate change since 2017,...

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    Apr 2022
    Investment Outlook April 2022

    The tide is going out on the great wave of liquidity that flooded markets in the aftermath of the pandemic. Many central banks, including...

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    Apr 2022
    Loomis Sayles Global Equity Fund Q1 Update – Webinar Recording

    Investment Specialist Peter McPhee was recently joined by Eileen Riley, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund to...

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    Mar 2022
    How luxury brands, pricing power & low turnover add value to the Loomis Sayles Global Equity Fund

    Portfolio Manager Eileen Riley recently joined Investment Specialist Peter McPhee to provide Eileen will provide an update on the...

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    Mar 2022
    Russia-Ukraine Conflict: Updated Views Post-Invasion

    Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their implications for financial markets....

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    Feb 2022
    Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes

    Rising tensions between Russia, Ukraine and NATO have the world on edge, and many investors appear to be concerned. A major geopolitical...

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    Feb 2022
    Investment Outlook | January 2022

    Risks and uncertainty are currently on the rise. Another global wave of COVID-19 is upon us. Central banks appear to be turning hawkish in...

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    Jan 2022
    2022 Macro Outlook: Views on Inflation, the Fed and the Expansion

    Editor’s Note: Every year, Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and...

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    Jan 2022
    COVID-19: Prepare for the Transition from Pandemic to Endemic

    Beta, delta, omicron. Each emerging variant of the SARS-COVID-2 virus (the virus that causes COVID-19) sparks some market uncertainty as...

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